Key Duties & Responsibilities

- Handle new SIP registrations, cancellations, and withdrawal requests.
- Manage client registrations on FundBazaar and Prudent Bonds.
- Resolve client queries related to SIPs, investments, and operational activities.
- Handle E-Mandate registration, verification, and related banking processes.
- Process Demat account opening applications and verify required documents.
- Coordinate with clients and internal teams for pending applications and queries.
- Maintain accurate records of registrations, withdrawals, and daily operational activities.
- Ensure timely and error-free processing of all back-office operations.

Required Skills

- Knowledge of SIPs, Mutual Funds, Bonds, and Demat accounts.
- Understanding of E-Mandate and banking procedures.

Job Type: Full time

Pay: ₹15,000.00 - ₹25,000.00 per month

Education:

- Bachelor's (Preferred)

Experience:

- total work: 1 year (Preferred)

Work Location: In person

📌 Back Office Executive (Vesu)
🏢 AASTHA FINCORP
📍 Vesu